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BDO Wealth Advisors’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History

BDO Wealth Advisors’s Portfolio MDYG Stock Details MDYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-249
Closed -$15K – 1055
2022
Q3 		$15K Buy
+249
New +$16.4K ﹤0.01% 630
2020
Q1 		– Sell
-788
Closed -$45K – 790
2019
Q4 		$45K Buy
+788
New +$43.3K 0.01% 310

Other funds holding MDYG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.93B AUM 22.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BDO Wealth Advisors's MDYG Position: Q4 2022 in Review

BDO Wealth Advisors sold out of State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) in Q4 2022, closing a stake of 249 shares — an estimated $15K sold.

BDO Wealth Advisors first reported a position in MDYG in Q4 2019 and held it in 2 quarters. The position peaked at $45K in Q4 2019. 293 funds tracked by Wall St. Rank hold MDYG as of Q4 2022.

  • BDO Wealth Advisors reported no remaining State Street SPDR S&P 400 Mid Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
  • BDO Wealth Advisors sold 249 State Street SPDR S&P 400 Mid Cap Growth ETF shares in Q4 2022, an estimated $15K.
  • BDO Wealth Advisors first reported a position in State Street SPDR S&P 400 Mid Cap Growth ETF in Q4 2019 and held it in 2 quarters.
  • BDO Wealth Advisors's State Street SPDR S&P 400 Mid Cap Growth ETF position peaked at $45K in Q4 2019.
  • 293 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Growth ETF as of Q4 2022.

Based on BDO Wealth Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.